Retain Basic
Core document management for firms that want structure on SharePoint.
$30/user/month
Billed annually · annual contract
- Document management
- Basic PDF tools
- Customizable route sheets
- All integrations
Pricing
Simple plans for growing firms
Annual contracts with flexible payment. Choose to pay annually or monthly — same commitment, clear per-user pricing.
Save $5/user/month with annual payment
Retain Pro
Advanced PDF workflows and unlimited e-signatures for growing firms.
$45/user/month
Billed annually · annual contract
- Document management
- Advanced PDF editing tools and annotations
- Unlimited e-signatures
- Customizable route sheets
- All integrations
All plans require an annual contract. Need a firm-wide rollout or custom onboarding? Talk with us.